MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.3B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,293
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.3M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AAPL icon
Apple
AAPL
+$3.82M

Top Sells

1
+$13.5M
2
+$6.11M
3
+$5.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.14M
5
TXN icon
Texas Instruments
TXN
+$5.08M

Sector Composition

1 Technology 22.25%
2 Financials 9.64%
3 Consumer Discretionary 8.33%
4 Healthcare 7.91%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$400K 0.01%
3,305
-263
327
$393K 0.01%
477
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328
$392K 0.01%
775
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330
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331
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332
$387K 0.01%
651
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21,270
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336
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11,849
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337
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7,344
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338
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339
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1,763
+1,532
340
$363K 0.01%
6,843
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341
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342
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343
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344
$339K 0.01%
2,901
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345
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1,222
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346
$330K 0.01%
1,447
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347
$326K 0.01%
4,752
-308
348
$313K 0.01%
1,255
349
$308K 0.01%
4,487
+1,887
350
$303K 0.01%
4,055
-740
12 13
14
15 16